Desimone Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DeSimone Investments, LLC provides portfolio management and financial planning to individual, retirement and trust clients, and specifically lists retirement planning and IRA/401(k) rollovers among its services. Services are delivered under written advisory agreements for separate accounts custodied at qualified custodians.
The firm uses both fundamental and technical analysis to build and manage portfolios, actively buying, selling, reinvesting or holding securities and offering discretionary management on a continuous basis. Financial planning is offered in modular or comprehensive formats and is provided at no additional fee to portfolio management clients, with the advisor conducting regular reviews and client consultations.
Distinctive elements in the brochure include explicit disclosure that the firm employs derivatives such as stock options in managed accounts and cautions that option strategies can carry risks that exceed those of the underlying securities; the brochure also highlights pension- and retirement-related consulting as a specific service area. The firm custodies client accounts at Interactive Brokers and describes access to institutional trading and custody services—arrangements the brochure links to broader execution and product capabilities that can, in certain strategies, support borrowing or margin-like features in separately managed accounts.
Client services
Expertise
Fee options
$250 minimum to $1,000 maximum for financial planning services, fees are negotiable
$0 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000+: 1.00%
Account minimum: $500,000
Main office
North Brunswick NJ
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Desimone Investments, LLC · Desimone Investments, LLC D.B.A. Veritas Wealth Management, LLC · Desimone Jr., James Stanley · Driscoll & Desimone Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)